I'm trying to find the best practice for households that share an email address. Our donor base tends to have a lot of elderly couples so it's not unusual.
For example a couple would use firstname.lastname@example.org. Sometimes Ron may make a donation so Keela would have a record of him. Sometimes Barb would make a donation so there would be a separate record for her. When I select “Find and Merge Duplicates” in the contact section I get the option to merge the records. So my questions:
- Is it a good practice to have two people on the same record? Ie Ron and Barb Duncan share the same Keela record?
- Or is it better to have a record for Ron and a Record for Barb. I think that would mean they receive two copies of things like newsletters. We could associate them with a household but I’m unsure of the benefit of that.
- Or do we separate them into two records and then delete the email address from one of them so they don’t get redundant communications. Since we don’t send direct mail to our donors, this could work
I’m not exactly sure what the best practice is, so before we do a data clean up, I’d like to know the best approach.
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